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Ashton Thomas Private Wealth’s Axos Financial AX Stock Holding History

Ashton Thomas Private Wealth’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$410K Buy
4,816
+1,321
+38% +$120K 0.01% 783
2025
Q4 		$301K Buy
3,495
+113
+3% +$9.31K 0.01% 818
2025
Q3 		$286K Buy
3,382
+130
+4% +$11.3K 0.01% 814
2025
Q2 		$247K Sell
3,252
-44
-1% -$2.97K 0.01% 745
2025
Q1 		$213K Buy
3,296
+67
+2% +$4.54K 0.01% 761
2024
Q4 		$226K Buy
+3,229
New +$236K 0.01% 720
2024
Q3 		– Sell
-3,144
Closed -$180K – 712
2024
Q2 		$180K Buy
+3,144
New +$171K 0.01% 587

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ashton Thomas Private Wealth's AX Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Axos Financial (AX) stake by 38% in Q1 2026, buying an estimated $120K and bringing the position to 4,816 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #783.

Ashton Thomas Private Wealth first reported a position in AX in Q2 2024 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Ashton Thomas Private Wealth held 4,816 shares of Axos Financial worth $410K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 1,321 Axos Financial shares in Q1 2026, an estimated $120K.
  • Axos Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #783 holding.
  • Ashton Thomas Private Wealth first reported a position in Axos Financial in Q2 2024 and has held it in 7 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.